+18.5%
AMC vs WEC
+9.0%
+9.4%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | +0.2% | -12.7% | -12.4% |
| 7D | 0.0% | +3.2% | -3.2% | +1.4% |
| 30D | +4.4% | +14.7% | -10.3% | +12.4% |
| 3M | +15.4% | +10.2% | +5.1% | +20.8% |
| 6M | +93.7% | +4.5% | +89.2% | +99.5% |
| YTD | +97.4% | +15.1% | +82.3% | +113.1% |
| All | +18.5% | +9.0% | +9.4% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling